The following solution is a step-by-step to creating one campaign code to be used by multiple persons across one or many products.
1. Open the Campaign Management application in Aptify → double-click Campaigns and clone an existing Corporate Bundle campaign
2. Populate the fields in the New Campaigns Record
- Name = Code Name (i.e., STUDENT25, ICD10SALE, PREMIER30)
- Leave Web Name blank
- Add Description – details of the new campaign (example – 50 student membership codes for Product Code XYZ)
- Add appropriate Start and End Dates (windows codes are available for use)
-
Type =
- Promotion (All Product)
- Promotion (Book)
- Promotion (Certification)
- Promotion (Meeting Registration)
- Promotion (OnLine)
- Promotion (Webinars)
- Membership
- Post Online Course (Promotion)
- Seasonal Discount and more.
- Status – In-Progress (type text and hit the tab key)
- Coordinator – Staff member creating the record
- Set Maximum Uses limit (enter 0 for no limit)
- Mark as Web Enabled
- Mark as Redeem by Campaign Name
3. Add product(s) that should receive the discount to the newly created campaign.
- Navigate to the Discounts tab of the campaign record then Products tab and select the New icon
*Please note this will only work with products that are available in the web store.
- Fill in Product name – matching the product name already in Aptify (enter product ID or use the search function if needed)
- Choose type of discount (i.e., amount, discount %)
- Enter Discount % or Amount
- Add All Types to the Member Type field and select the Include Sub-Member Types checkbox (or set specific member type, if restricted)
- Once done, click Ok and New to add more products to the campaign record - OR - click OK to finish
4. Save record at the top left of the New Campaigns Record.
5. Test campaign on one of the products added to validate discount.
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